Investment Specialist

Sharekhan

3 - 6 years

1 - 5 Lacs

rajkot surat vadodara

Posted:1 day ago| Platform:

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Skills Required

pms mutual funds sales mf sales development activation reactivation corporate fd insurance portfolio revenue generation

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Supporting alloted regions for achieving sales target in Investment Products.
Manage assigned client base efficiently, through strong relationship skills
Deepen the client relationship through products distributed by Super Trader Segment such as Mutual Fund, PMS, InvesTiger, Corporate FDs and other products introduced by team from time to time etc.
Interact with the team members to maximise business opportunity, via leads and client referrals
Achieve atleast the prescribed minimum sales productivity every month
Generate the prescribed new to sharekhan customers
Conduct investor awareness programs for regions/cluster
Conduct timely trainings for RM of assigned region.
Constant efforts on direct databases for activation / reactivation / retention of clients.
Client retention by reviewing needs of clients, proposing solutions and working out win-win deals whenever required.
To ensure the desired NPS score is achieved

Locations - Surat / Rajkot / Baroda

Preferred candidate profile

Graduation is a must

Min 3 years of experience into similar role

NISM VA (MF) certificate is mandatory

Lakshmi.Veliath@sharekhan.com

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